John Otis
Belem, PA
Summary
Experienced institutional client relationship manager with track record of building strong rapport and credibility with sophisticated global customers and prospects. Deep experience in managing offshore commingled structures and UCITS distribution.
Overview
22
22
years of professional experience
Work History
Institutional Client Portfolio Manager
Brandes Investment Partners LP
2018.01 - 2019.03
- Selected to lead and implement new cross-border distribution model partnering with another asset manager seeking access to EMEA markets
- Managed assigned institutional relationships and supported select US wholesalers on NRA channel business development
- Communicated market developments, portfolio changes and performance information to clients
Executive Director
Brandes Investment Funds Plc
2013.05 - 2018.05
- Served on Board of Directors for Brandes Investment Funds PLC, an Irish registered UCITS fund
- Board collectively exercised oversight of ~$1B AUM with 4 equity sub funds distributed in EMEA
- Served on internal Global Fund Governance Committee responsible for establishing global best practice across regional collective investment vehicles
Institutional Client Portfolio Manager
Brandes Investment Partners (Europe) Limited
2013.01 - 2017.12
- Conducted portfolio reviews and implemented investment decisions for institutional clients in EMEA
- Communicated market developments, portfolio changes and performance information to assigned clients.
- Supported institutional and intermediated channel sales directors in business development activity including finals presentations
Institutional Client Portfolio Manager
Brandes Investment Partners LP
2011.04 - 2013.01
- Supported EMEA business through transition of office locations from Switzerland to Ireland
- Provided investment insights and communicated current portfolio changes, and themes to EMEA clients
- Worked on establishing internal committee for global fund governance to establish best practice in areas of securities lending, pricing, tenders, etc ...
Institutional Client Portfolio Manager
Brandes International Partners Limited
2009.01 - 2011.03
- Communicated market developments, portfolio changes and performance information to assigned clients in EMEA.
- Responsible for day-to-day oversight of UCITS fund operations and communication with Board on current issues
- Monitored compliance of UCITS funds with multiple cross-border jurisdictional regulations.
Institutional Associate Client Portfolio Manager
Brandes International Partners Limited
2004.01 - 2009.06
- Supported Senior Portfolio Managers in servicing EMEA clients including portfolio reviews, new account onboarding, and investment decision implementation.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Institutional Portfolio Associate
Brandes Investment Partners LP
1998.09 - 2003.12
- Worked on Charles Brandes' institutional portfolio management team working with large US public and corporate pension funds
- Monitored assigned portfolios for compliance with IPS guidelines and product level portfolio constraints
- Prepared materials to support PMs and APMs including presentations, commentaries, attribution analysis, and bespoke custom reporting
- Liased with various departments to resolve assigned client issues
Operations Assistant
Brandes Investment Partners LP
1997.09 - 1998.09
- Reconciled broker/bank statements versus internal fund accounting system to ensure no breaks and pricing within tolerance levels
- Liaised with corporate actions, settlements, trading departments, etc ... to resolve reconciliation issues
- Automated certain reconciliation tasks substantially increasing reconciliation production for department
Education
Bachelor of Science - Business Administration And Management
San Diego State University
San Diego05.1997
Skills
- Client Relationship Management
- Presentation Skills
- Due Diligence
- Collective Investment Vehicles
- Market Understanding
- Performance Reviews
- Customer Portfolio Management
- IPS Reviews
- Data Analytics
- Client Relations
- Investment Sales
- Equity Investments
- Client communications
Gardening, travel, basketball, algorithmic trading, and crypto.
My mother passed on her love of gardening to me from a young age and I have become quite an enthusiast over the last 20 years. I have traveled extensively and spent about 50% of my life living outside of the United States. My father was a Commander in the Navy and as I child I lived in the Middle East and Europe. I met my Brazilian wife in Switzerland, we were married in France, and had our son in Ireland. In 2017 I became interested in algorithmic trading as a hobby, primarily in Foreign exchange markets. More recently I made a concerted effort learn about cryptographic assets and now have been following crypto for about 3 years. I enjoy playing basketball, tennis, and strength training.
Timeline
Institutional Client Portfolio Manager
Brandes Investment Partners LP
2018.01 - 2019.03
Executive Director
Brandes Investment Funds Plc
2013.05 - 2018.05
Institutional Client Portfolio Manager
Brandes Investment Partners (Europe) Limited
2013.01 - 2017.12
Institutional Client Portfolio Manager
Brandes Investment Partners LP
2011.04 - 2013.01
Institutional Client Portfolio Manager
Brandes International Partners Limited
2009.01 - 2011.03
Institutional Associate Client Portfolio Manager
Brandes International Partners Limited
2004.01 - 2009.06
Institutional Portfolio Associate
Brandes Investment Partners LP
1998.09 - 2003.12
Operations Assistant
Brandes Investment Partners LP
1997.09 - 1998.09
Bachelor of Science - Business Administration And Management
San Diego State University
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